In this article, Robin Sherwood, CFP®, a Connecticut-based Principal at HTG Advisors, walks through the most common estate planning mistakes families make, from skipping the plan altogether to letting beneficiary designations go stale, and what...
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I am back from a family vacation in Japan which renewed my appreciation of the beauty of simple design. Why have a dozen flowers, when only one is needed? The trip reminded me of a...
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Looking for entertaining and educational ways to keep your children busy this summer? Have them read some of these books to introduce financial values and help them gain a sense of financial independence. Every parent...
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To feel confident that your savings will be sufficient to support your retirement, there are a number of risks to be managed. Part 1 of this blog published last month addressed managing longevity and lifestyle...
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![Is your savings enough to support your lifestyle in retirement? [man running with briefcase]](https://www.htgadvisors.com/wp-content/uploads/2017/04/Risk-part-1a-min.jpg)
Our current retirement system places all the planning responsibility on your shoulders and requires you to navigate many uncertainties, including: 1) What will your lifestyle cost in the future? 2) How many years will your...
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You can give your children and grandchildren a priceless asset when you help them recognize their attitude toward money and learn good financial responsibility. Grandparents, parents, schools and now children themselves recognize the need for...
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If you live in the Northeast part of the country today, chances are you are at home watching the beautiful snow fall and dreading the inevitable snow shoveling that is sure to follow. Today is...
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Money issues can both weaken and strengthen a partnership or marriage. Having an honest, non-judgmental and on-going dialogue about finances with your significant other will make it easier when difficulties arise and tough decisions need...
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In our blog “Which Charitable Giving Strategy is Right for You?,” we discussed establishing a charitable giving strategy as a way to become more organized and impactful with your charitable dollars. Another important element in...
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It’s that time of year when many of us are committing to New Year’s resolutions, such as losing weight or exercising more. Investors could benefit from resolutions targeting their financial health as well. For those...
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